Filed May 22, 1993
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BIG SKY RETIREMENT INC3 years Service code 13 900 N MONTANA AVE STE A1 · HELENA, MT 59601 | Contract Administrator | $11,930 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,090 | $61,272-59.1% | $149,673-83.2% | $71,457-64.9% |
| Participation rate | 77.1% | 62.5%+14.6pp | 78.8%-1.7pp | 67.9%+9.2pp |
| Annual return | 11.26% | 35.85%-24.6pp | 134.42%-123.2pp | 28.85%-17.6pp |
| Employer contribution / active EE | $671 | $2,378-71.8% | $4,818-86.1% | $2,588-74.1% |
| Participant deferral / active EE | $1,900 | $2,917-34.9% | $5,680-66.6% | $4,289-55.7% |
| Admin fee / account holder | $39 | $1,261-96.9% | $13,210-99.7% | $1,587-97.5% |